Personal Financial Planning

Do you need someone to help you uncover financial opportunities? Design a financial plan for you and your family? Save for milestones like education and retirement? Insure your income no matter what? There are just some of the goals we can help you reach on your way to achieving financial peace of mind.

• • Plan for life’s opportunities
  • Retirement Savings
  • Education Savings 
  • Life, Disability, Long-Term Care Insurance 

Business Financial Planning

Does your business need someone to offer your employees various types of retirement plans? Help them improve their investment outcomes? Are you looking for advice on fine-tuning your business plan? Do you want to explore business succession solutions? We have assisted a range of successful companies in a variety of ways and would welcome the opportunity to do the same for you.

• • Qualified Retirement Plans (401(k), Profit Sharing, SEP, SIMPLE)
  • Fee-for-Service Planning/Analysis (PPS Consulting)
  • Group Life Insurance
  • Key Person Insurance
  • Business Continuity Insurance

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, MA, MD, ME, NH, NY, PA, RI, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services offered through Paul Santucci Financial Services or CES Insurance Agency.

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